WebFM™ MANUAL
CONTENTS:
Ø Introduction
Ø Agency Login
INTRODUCTION
The address of your website is ‘fmwebsite.com/fmxxx’ where ‘xxx’ is the
three letter abbreviation of your company name. Please ask your AIS
support technician for the three letter abbreviation for your company.
Your site requires Internet Explorer. To browse to your site, simply type
‘fmwebsite.com/fmxxx.asp in the address bar of Internet Explorer:
AGENT LOGIN
Login Credentials
ID is agency code;
Password is \WinFM\Agency Maintenance\Agent\Agent’s Web Access Password;
If no password then use Phone Number;
If no Phone Number then use ten zeroes.
Page 1
ADVANCED INSURANCE SYSTEMS, INC.
CONFIDENTIAL AND VALUABLE TRADE SECRET
Ø
Ø
Accounts
• Inquiry by Account Code or DBA or Name or Policy Number;
Click on specific account code in first column for more information and options;
Post a Payment:
Check or Credit Card;
Email confirmation will be sent to email address entered and to finance company.
Quotes
• Create a Quote:
Once you click ‘Create a Quote’ you must enter the Insured Name (first name first) then select an
insurance Company then select a MGA and then select Policy Coverage. Lastly you must enter the
Policy Amount and choose the Rate Plan:
Page 2
ADVANCED INSURANCE SYSTEMS, INC.
CONFIDENTIAL AND VALUABLE TRADE SECRET
After entering the minimum required data your page will look like this:
Next, please click ‘Save Quote’ to proceed to the Quote Summary page:
Page 3
ADVANCED INSURANCE SYSTEMS, INC.
CONFIDENTIAL AND VALUABLE TRADE SECRET
To proceed, click ‘Finish and Print Forms’ and you will see the Print Forms Menu. Choose to print
Payment Coupons or Finance Agreement or Draft or Welcome Letter or other forms:
•
•
Create a FAST Quote:
Displays monthly payment amount;
No finance agreement or other forms available;
The fast quote number has two asterisks instead of ‘WB’;
Fast quotes may be retrieved and upgraded to Regular Quotes.
Retrieve a Quote:
Retrieve by Quote Code or DBA or Name or Policy Number or Date Range;
Upon completion of quote, choose to print Payment Coupons or Finance Agreement or Draft
or Welcome Letter or other forms.
Printing Issues:
You may manually install the printing control from Meade and Company named
ScriptX by browsing to www.financemaster.com/resources and click ScriptX Install
Utility or browse to FinanceMaster.com then click Support then click Resources on the
bottom right then click ScriptX Install Utility.
INTERNET EXPLORER INFO FOR PRINTING FINANCE AGREEMENT
1. After selecting FINANCE AGREEMENT from the Print Forms Menu, click on the arrow to
the right of the printer icon and click Page Setup:
Page 4
ADVANCED INSURANCE SYSTEMS, INC.
CONFIDENTIAL AND VALUABLE TRADE SECRET
2. Lastly, review the settings to match the following and click OK to save:
INTERNET EXPLORER INFO FOR PRINTING DRAFT
Page 5
ADVANCED INSURANCE SYSTEMS, INC.
CONFIDENTIAL AND VALUABLE TRADE SECRET
1. After selecting DRAFT from the Print Forms Menu, click on the arrow to the right of the
printer icon:
2. Next, click PAGE SETUP:
3. Lastly, review the settings to match the following and click OK to save:
Ø
Reports
•
•
•
•
Cancellations
New Business
Payments
Quotes
Notice you may download the report to an Excel file:
Page 6
ADVANCED INSURANCE SYSTEMS, INC.
CONFIDENTIAL AND VALUABLE TRADE SECRET
Ø
Tools
•
Change Agency Password
Page 7
ADVANCED INSURANCE SYSTEMS, INC.
CONFIDENTIAL AND VALUABLE TRADE SECRET